AL
Ryan Pakter
Who is the CEO at Assembly Legal?
Global Administrator Credentials
What is needed to Sync SharePoint and One Drive at Go-Live.
Neos Today
What is the first screen you see when you login?
-or-
Where to see appointments and tasks for the logged in user for the day.
%
Wildcard Search
Case Manager
20
How many hours per week should be for scheduled trainings.
Admin Training
What is the first Go-Live Training Session?
Date of Incident
What date is used to calculate the statute date in a case.
Red
What color are Name field labels?
Type of Vehicle
What is a User Mini Directory?
Delivering the best case management software solution on the market.
What is Assembly Legal's Mission Statement?
2
Recommended number of Neos users assigned as Admin.
Contains
What is the default search criteria in search fields, or when filtering columns.
A
Full Access Priority
Multiple
How many reports can be run consecutively without closing reports tab.
Needles
TrialWorks
Neos
What 3 products are offered by Assembly Legal?
The recommended minimum number of training hours required for successful Neos Go-Live Implementation.
Formerly known as priorities?
What are permissions?
Legal Monkeys
An integration with a Medical Records Retrieval company for requesting records.
Provider Card
Where are documents for intakes saved?
Quarterly
How often are bonuses earned and awarded.
Modify Lim Date
Which Admin permission can only be changed under the user profile specific permission?
Drag & Drop
From Computer
From Template
Import
Tagging an Email with attachments
What are the ways to attach (upload) documents to a case?
PINS
Golden Rule
"If it's not in Needles (Neos) it did not happen."